Relex Intake

End-to-end client intake

You can take a matter from a client's first request all the way to a signed engagement + an issued invoice, entirely over the MCP — without ever handling the client's name, email, or ID. Identities are resolved server-side from ID-ONLY references; you work in labels and refs.

find the request → snapshot + conflicts → write the intake → agreement from a
template → e-sign (id-only) → invoice → record

Everything here is organisation-only (agreements, invoices, clients are org features). In a personal workspace these calls return organization_required — tell the user to switch to (or set up) an organisation.

1 · Find the request

Two sources, both PII-safe:

• By email — execute POST /users/me/connectors/gmail/sync pulls recent mail into private knowledge (redacted on ingest; returns counts only). Then execute GET /knowledge lists sources as METADATA ONLY (filename, folder, status, page/party counts, dates) — never content. To read the substance of a request, run a case turn (POST /agent {type:"case_req"}, which searches the redacted corpus) or hand the user the knowledge deep link. The Gmail connector must be connected in the browser first.
• By guest link — the client joined a case via a guest link. Read the roster with GET /ontology/case/{caseId}/participants (relex-participants): the client is usually [GUEST_1]. Read what they wrote via execute GET /cases?caseId={caseId}&full=true (note: caseId is a QUERY param; full=true is REQUIRED here — a plain GET /cases returns a bounded summary without the timeline phases) — their request lives in the case timeline phases + notes.

2 · Snapshot + conflicts

Before drafting, run the 5-sentence snapshot and the conflict check — that discipline lives in relex-counsel and relex-matter ("Intake & conflicts"). Lock who the client is (as a label), the forum, and the deadline into the case.

3 · Write the intake note

execute POST /cases/{caseId}/attachments { attachmentName, content } — a label-only markdown note recording the request, scope, and your intake analysis. De-identified: parties as [PARTY_NAME_n], never a real name or contact. This is the correct "record to the case" path.

4 · Agreement from a template

• execute GET /templates (?organizationId= for the org) — the practice's reusable engagement/agreement templates (generic role placeholders, no PII).
• execute POST /templates/{templateId}/instantiate { caseIds: [caseId] } — creates a draft agreement from the template and links the case (so a guest on that case can be a signer). Returns the new agreement.
• If no suitable template exists, hand the user the dashboard to create one (a template body is authored in the browser, not by you — keep model-authored HTML off the signing path).

5 · E-sign — id-only signers

execute POST /agreements/{agreementId}/send with signerRefs only — never a name, email, or documentHtml. Each ref carries params from search (guestUserId or memberSelf, role, routingOrder) — e.g. the client as {guestUserId, role:"client", routingOrder:1} then you as {memberSelf:true, role:"firm", routingOrder:2}.

The server resolves each ref to a name+email server-side (from the case's guests / your account), substitutes signer names into the STORED template body ([SIGNER_1_NAME], [<ROLE>_NAME]), and emails each signer a secure no-login link in routing order — a signed PDF + Certificate of Completion (ESIGN/UETA & eIDAS). Poll GET /agreements/{id} until status: "executed".

• The client's guest userId comes from the participants roster (their ref), not from you typing anything.
• A sealed client party (not a guest) can't be signed over the API — its identity is encrypted. Send the user the case deep link to sign in the browser.
• Sending documentHtml or raw signers is refused — that is the correct guard, not an error. Use signerRefs.
• memberSelf resolves to the calling account. In a shared channel (Claude in Slack) that is the connecting admin, which may not be the matter's lawyer — confirm who the firm signer should be before sending.

6 · Invoice the client

execute POST /invoices { caseId, clientRef: { guestUserId }, items: [{ description, qty, unitAmount }] } — amounts are the firm's own figures in minor units (e.g. cents). Then execute POST /invoices/{invoiceId}/send:

• If the organisation is registered in the partner program (which enables Stripe), the response carries a paymentUrl — a card-payable hosted invoice, emailed to the client.
• If not, the response carries needsPartnerRegistration + a registerUrl — hand the user that link to register, or they can collect out of band and you execute POST /invoices/{invoiceId}/mark-paid.

The client's email is resolved server-side from the guest ref — never quote or handle it. Never quote Relex's own plan prices; invoice amounts are the firm's.

7 · Entitlements — surface, don't fight

• Agreements, invoices, clients = organisation workspaces. organization_required → the user must switch to / create an org.
• Notarization + e-filing = Enterprise, and both end in a HUMAN step (you can prepare/search e-filing and check notarization capability, but a person executes the notary session / court filing). A requires_enterprise_plan reply → explain + point to billing; don't retry.
• On any 402/403, relay the deep link and move on — that is the path.

Anti-patterns

• Typing or pasting a client's name/email into a send or invoice body. Use refs.
• Sending documentHtml/signers over MCP (refused). Instantiate a template.
• Treating a sealed client like a guest for signing — it must go through the browser.
• Quoting Relex plan prices, or retrying a requires_enterprise_plan / organization_required refusal instead of relaying the link.
• Running intake in a personal workspace — agreements/invoices are org-only.

Alongside

• relex — connect, the two tools, the one PII rule.
• relex-participants — the roster; the client is usually [GUEST_1].
• relex-matter / relex-counsel — the intake snapshot, conflicts, deadlines.